Microsoft and Versium recently announced their partnership to bring Versium Predict to Dynamics 365 for Sales. It was in response to Salesforce’s Einstein which, I’m sure, most of you are aware of.

Versium Predict is directly integrated into Dynamics 365 and brings the power of Machine Learning and Predictive Analytics to quickly build customised predictive models that score and prioritise leads without the need of specialist staff. It does this based on your organisation’s existing data and essentially predicts how your leads or customers will engage before you market to them.

It keeps getting better because Microsoft has partnered with Versium. Versium Predict is free and you can access it now in AppSource.

Versium Predict offers the following capabilities:

  • Ability to build predictive models based on your Dynamics 365 data
  • Score your existing leads, contacts, and accounts based on the built predictive models
  • Generate new leads using Versium’s LifeData™ based on predictive models
  • Enrich current leads, contacts, and accounts with additional data which maybe missing

Introduction to Versium Predict

The installation is straightforward but will require a global administrator to perform the installation. First, head on over to AppSource and search for Versium.

versium predict at appsource

 

Click on Get It Now to start the installation process. You will need to accept some terms and conditions.

versium predict at appsource get it now

A new page will open up to agree to more terms, and then select which environment to install on.

agree to more terms

Click on Agree and the installation will begin. This shouldn’t take long. The solution which gets installed creates some additional entities for the scoring and modifies the lead, contact, and account forms with the data enricher.

dynamics 365 administration center

Once installed, head over to your Dynamics 365 environment, and you can access Versium under Sales >Reports.

access versium predict

You will need to complete the setup by selecting continue on the initial screen. Once done, it should all be working.

complete the setup

After a couple more accepts, you should be ready to start creating your first predictive model.

creating predictive model

 

Stay tuned for Part 2 where I will dive into more detail the changes made to Dynamics 365 and also start looking at how the predictive models work.